See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,500 | $45,863+51.5% | $77,024-9.8% | $68,494+1.5% |
| Participation rate | 58.3% | 55.9%+2.4pp | 67.9%-9.6pp | 67.9%-9.6pp |
| Annual return | -1.76% | 1.72%-3.5pp | 42.32%-44.1pp | -7.84%+6.1pp |
| Employer contribution / active EE | $3,684 | $1,650+123.4% | $2,812+31.0% | $2,596+41.9% |
| Participant deferral / active EE | $5,622 | $2,962+89.8% | $4,426+27.0% | $4,027+39.6% |
| Admin fee / account holder | $9,026 | $3,041+196.8% | $5,425+66.4% | $5,403+67.1% |